DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left T••••• A••••••• S•••••••• I••• for D••• D••••••• • C••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aleta Kathryn HooverWinchester, VaNov 6, 2025Nov 5, 2025
Elmo Earl BallWinchester, VaNov 6, 2025Nov 5, 2025
George Thomas WarrenWinchester, VaNov 6, 2025Nov 5, 2025
Megan Elizabeth BranchWinchester, VaNov 6, 2025Nov 5, 2025
Stacey LoomisWinchester, VaNov 6, 2025Nov 5, 2025
The rule
Registrations ended
Nov 6, 2025
Registered next
Nov 5, 2025
Branch state
VA
Cities
1, most in Winchester, Va
Registered there that day
1,906 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into D••• D••••••• • C••